Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?

To: Sarmad Y. Hermiz who wrote (8737)	9/21/2000 9:04:09 AM
From: Ted The Technician	Read Replies (1) \| Respond to of 9256

Sarmad, from RDRT's recent 10Q: (RDRT's) four largest customers accounted for 89% of net sales during the nine-month period ended June 30, 2000. Given the small number of disk drive and tape drive manufacturers who require an independent source of recording head supply, the Company will continue to be dependent upon a limited number of customers. The loss of any large customer, or a significant decrease in sales orders from one or more large customers, has had and could continue to have a material adverse effect on the Company's business, financial condition, and results of operations. The Companies four largest customers are Maxtor, Quantum, Samsung and Western Digital. I have a note from last year that 51% of RDRT's business was from WDC, 18% was from QNTM, and 13% was from MXTR. These numbers have likely changed since then.